Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MERIDIANA MFO LLC
CRD 306237
|
CORAL GABLES, FL, United States | $441,877,759 | |
|
TEMPLETON FINANCIAL SERVICES INC.
CRD 128240
|
CHANDLER, AZ, United States | $441,833,557 | |
|
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C.
CRD 111479
|
WHITE PLAINS, NY, United States | $441,717,174 | |
|
ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC
CRD 285607
|
BOSTON, MA, United States | $441,542,162 | |
|
DESTINY ADVISORS LLC
CRD 312099
|
AUSTIN, TX, United States | $441,367,407 | |
|
NORTH ISLAND VENTURES, LLC
CRD 309291
|
NEW YORK, NY, United States | $441,361,795 | |
|
ARDAN EQUITY PARTNERS, LLC
CRD 312470
|
WEST PALM BEACH, FL, United States | $441,361,766 | |
|
RISE ADVISORS, LLC
CRD 309760
|
ROCHESTER, NY, United States | $441,162,450 | |
|
OWLS NEST PARTNERS IA, LLC
CRD 289811
|
CHADDS FORD, PA, United States | $441,150,346 | |
|
TOURMALET ADVISORS, LP
CRD 336207
|
FAIRFIELD, CT, United States | $441,039,442 | |
|
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
CRD 146448
|
ERIE, PA, United States | $440,817,024 | |
|
SAGE PRIVATE WEALTH GROUP, LLC
CRD 173399
|
OAKBROOK TERRACE, IL, United States | $440,776,871 | |
|
KING RIVER CAPITAL MANAGEMENT PTY LTD
CRD 317361
|
SURRY HILLS, NEW SOUTH WALES, Australia | $440,760,411 | |
|
BLACK DIAMOND FINANCIAL, LLC
CRD 314622
|
$440,563,259 | ||
|
COHERE CAPITAL PARTNERS, LP
CRD 305806
|
BOSTON, MA, United States | $440,552,676 | |
|
AG ASSET ADVISORY, LLC
CRD 154406
|
LOS ANGELES, CA, United States | $440,473,336 | |
|
BOREALIS STRATEGIC CAPITAL PARTNERS, LP
CRD 300562
|
CHICAGO, IL, United States | $440,417,000 | |
|
TOWER WEALTH PARTNERS, INC.
CRD 310461
|
LEWISBURG, PA, United States | $440,385,108 | |
|
INVESTMENT MANAGEMENT CONSULTANTS
CRD 122718
|
LAS VEGAS, NV, United States | $440,271,870 | |
|
SGL INVESTMENT ADVISORS, INC.
CRD 145167
|
MISSOULA, MT, United States | $440,255,797 | |
|
BURFORD BROTHERS, INC.
CRD 306574
|
DALLAS, TX, United States | $440,208,266 | |
|
PRIMESOLUTIONS ADVISORS, LLC
CRD 110085
|
PITTSBURGH, PA, United States | $440,086,455 | |
|
TIND ASSET MANAGEMENT AS
CRD 334505
|
OSLO, Norway | $440,000,000 | |
|
BLUESTONE EQUITY PARTNERS, L.P.
CRD 323332
|
NEW YORK, NY, United States | $439,942,030 | |
|
VANTUS WEALTH LLC
CRD 337216
|
LANCASTER, PA, United States | $439,803,679 | |
|
COLLWICK FUNDS GP, LLC
CRD 162923
|
CHARLOTTE, NC, United States | $439,629,958 | |
|
THE MOORINGS GROUP, LLC
CRD 129403
|
$439,628,310 | ||
|
BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365
|
TEMPE, AZ, United States | $439,606,710 | |
|
BRANSON FOWLKES & CO INC
CRD 107657
|
HOUSTON, TX, United States | $439,389,039 | |
|
OSTERWEIS CAPITAL MANAGEMENT INC
CRD 105421
|
SAN FRANCISCO, CA, United States | $439,351,047 | |
|
BATES FINANCIAL ADVISORS, INC.
CRD 116515
|
ROCKFORD, IL, United States | $439,211,752 | |
|
GROUNDFORCE CAPITAL MANAGEMENT, LLC
CRD 299383
|
MILL VALLEY, CA, United States | $439,168,640 | |
|
FWG HOLDINGS, LLC
CRD 308968
|
WINTER PARK, FL, United States | $439,123,334 | |
|
SPIVAK ASSET MANAGEMENT, LLC
CRD 125714
|
AVON, CT, United States | $439,099,250 | |
|
BARCA CAPITAL, LLC
CRD 263786
|
WEST NEWTON, MA, United States | $438,995,290 | |
|
ANTMAN, LESTER MURRAY
CRD 119311
|
$438,939,064 | ||
|
TA CAPITAL MANAGEMENT, LLC
CRD 169326
|
SEWELL, NJ, United States | $438,908,484 | |
|
GABLES CAPITAL MANAGEMENT INC
CRD 109608
|
MIAMI, FL, United States | $438,840,858 | |
|
NEWPORT INVESTMENT MANAGEMENT, LLC
CRD 153918
|
CHICAGO, IL, United States | $438,800,000 | |
|
SHAWSPRING PARTNERS, LLC
CRD 172766
|
BOSTON, MA, United States | $438,723,788 | |
|
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
CRD 124281
|
FORT WAYNE, IN, United States | $438,508,287 | |
|
SECOND ALPHA PARTNERS, LLC
CRD 282418
|
NEW YORK, NY, United States | $438,367,252 | |
|
STOREN LEGACY PARTNERS, LLC
CRD 339197
|
ZIONSVILLE, IN, United States | $438,267,419 | |
|
NEWVEST MANAGEMENT, LP
CRD 316841
|
$438,243,261 | ||
|
HENDLEY & CO INC
CRD 110465
|
ZANESVILLE, OH, United States | $438,175,596 | |
|
ARNOLD WEITZ & CO
CRD 108026
|
ELKHORN, NE, United States | $438,072,517 | |
|
SCHULZ WEALTH, LTD.
CRD 172194
|
MANSFIELD, TX, United States | $438,057,650 | |
|
154 PARTNERS INVESTMENT MANAGEMENT LLC
CRD 333601
|
NEW YORK, NY, United States | $438,052,328 | |
|
CIC PARTNERS MANAGEMENT LLC
CRD 158019
|
DALLAS, TX, United States | $438,027,176 | |
|
CAYSIDE PARTNERS, LLC
CRD 306090
|
JUPITER, FL, United States | $437,981,294 |